Wealth Management Advisor III
Location: Birmingham, Alabama
Description: BB&T Human Systems is hiring Wealth Management Advisor III right now, this position will be situated in Alabama. Further informations about this position opportunity please give attention to these descriptions. Line of Business: WEALTH DIVISION Job Category: Professional Primary Purpose: A Wealth Management Advisor (WMA) develops and maintains a portfolio of important revenue generating client relationships within the defined affluent market segment based upon objective and sound personal financial planning and financial advisory concepts. A WMA provides integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. The role requires significant relationship management, business development, presentation and sales skills that establish the WMA as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including upper-tier affluent clients ($5-10 mill). Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. As the primary point of contact, integration and responsibility for affluent clients, WMA's sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to affluent clients. WMA's should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and update periodically your understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Meet revenue growth, profitability and retention goals by developing new clients for your portfolio and expanding services and marketing new products to existing clients. Successfully participate in the BB&T Decathlon sales management process. 4. Establish and maintain excellent working relationships with various product and service specialists (IRM partners) who are designated to support your client service and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing your client portfolio. 5. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (i.e. BSO's, Corporate Bankers, local advisory board members, etc.), and external partners such as CPA's, attorney's, civic associations and other individuals and organizations that will enhance your business development efforts. 6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's. 7. Work within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness. 9. Participate in the ongoing implementation and development of the BB&T Wealth Management program. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree, preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance or banking or equivalent education and related training 2. Minimum of 5-7 years of progressively more responsible banking, investment and personal financial planning/advisory related experience with experience in affluent client relationship management and business development with complex and significant client cases 3. A sound working knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market 4. Strong interpersonal, sales and relationship management skills 5. Strong written, verbal and presentation skills 6. Working knowledge of Microsoft Office desktop applications 7. Industry applicable licenses such as Financial Industry Regulatory Authority (FINRA) Series 7 and 63 ,65 or 66 8. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Desired Skills: 1. Completion or enrollment in graduate level banking school 2. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Certified Financial Planner, Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant 3. Completion of established leadership development program such as BB&T's LDP
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This position starts available on: Fri, 13 Jul 2012 11:39:04 GMT
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